Legal & Accounting
Every client call becomes a note on the right matter.
For law firms and accounting practices: capture client calls and meetings, document what was agreed, create the follow-up tasks, and find any past conversation in seconds.
SOC 2 Type 2 · No credit card
Which clients are waiting for documents from us?
11 clients are waiting on us; 4 for more than a week.
Most open requests are signed engagement letters and draft returns. The Levin estate has asked twice for the updated asset list.
Open document requests by type
From the calls
“You said you'd send the updated asset list on Monday. I haven't seen it yet.” · Dana Levin, Wed 14:20
“Can you send the draft return before Friday so I can review it?” · Tom Avery, Thu 09:05
The calls your team handles every day
Client intake
"I was let go last week and I think it wasn't legal. Can you take my case?"
Details from the first call live in one person's notes, and no one follows up.
Case & engagement updates
"Where are we with the settlement offer?"
What was agreed on the call never reaches the matter file.
Document requests
"Can you send me a copy of the signed lease?"
The promise to send it is forgotten, and the client calls again.
Deadline & filing questions
"When is the last day to file the extension?"
Later, no one can find what date the client was told.
Billing discussions
"Why is this month's invoice higher than we discussed?"
The fee agreed by phone isn't written down, and the dispute drags on.
What ActiveLens does with every call
Capture
Client calls and meetings are captured: softphone calls on the computer, desk phones through the ActiveLens device, and Zoom, Teams, Google Meet or in-person meetings.
Understand
ActiveLens writes the transcript and a summary of what was agreed: dates, documents, fees and next steps for the matter.
Act
Follow-up tasks go on the Active Board with an owner, and a follow-up email to the client is drafted for you to review.
How capture works: phone calls · meetings
Ask anything about your firm
Plain-language questions across every call and meeting, answered with the calls behind them. See Active Insights
“What did we tell the Levin estate about the deadline?”
The date given, who said it and on which call, with the quote.
“Which clients are waiting for documents from us?”
Open document requests by client, with the date each one was promised.
“Which intake calls didn't convert, and why?”
Intake calls that didn't become clients, grouped by reason.
“What tasks came out of this week's client calls?”
Every task from this week's calls, with its owner and due date.
“Summarize every conversation on the Avery tax audit.”
A timeline of calls and meetings on the matter, with what was decided in each.
“Which clients raised a concern about fees this month?”
Calls where fees or invoices came up, with what the client said.
For managers
See the whole operation, not one call at a time
See client work across the firm: open promises, new intake and which matters need attention, without reading every note.
- Right now
- 11 clients are waiting for documents, and 4 have waited more than a week.
- What stands out
- Most intake calls that didn't convert ended without a clear next step.
- Against your targets
- Follow-up time per team against the response time you set.
Built for confidential work
- Access per user and per team, so each matter is seen only by the people working on it.
- Private folders for sensitive matters and clients.
- ActiveLens support can access your data only with your approval, per case, time-limited and logged.
- You're responsible for telling clients they're recorded and getting consent where the law requires it.
Works with the tools you already use
- Outlook
- Gmail
- Google Calendar
- Microsoft Teams
- Zoom
- Monday.com
- Practice-management systemson request
Don't see yours? We build integrations to your systems free. All integrations
Security & compliance
How we protect your data- SOC 2 Type 2 examination completed
- Encrypted in transit and at rest
- Access per user and team, with private folders
- ActiveLens support can access your data only with your approval, per case, time-limited and logged
Questions
Who can see client calls and notes?
Only the people you give access to, per user and per team. Sensitive matters can go in private folders.
Can ActiveLens staff see our data?
Only with your approval, per case, time-limited and logged.
Do we need to tell clients they're recorded?
Yes. You're responsible for telling clients they're recorded and getting consent where the law requires it.
Does it work for meetings as well as calls?
Yes. Zoom, Microsoft Teams, Google Meet and in-person meetings are captured, as well as phone calls.
Does it connect to our practice-management system?
Practice-management integrations are available on request. Today, notes and tasks live in ActiveLens, and it works with Outlook, Gmail and Google Calendar.
How is it priced?
Per user. See the pricing page for current plans.
Import your last 30 days of calls and see what you've been missing.
No credit card. See pricing